Paymentnet first time setup
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PaymentNet First Time Setup PowerPoint PPT Presentation


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PaymentNet First Time Setup. New Statements and Adding other Cardholders. . Open Internet Explorer (Other Browsers Not Recommended). Go to https://www5.paymentnet.com/Login.aspx. Customer Login Information. Organization ID: oklauco User ID: Same as your UCO Computer Login

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PaymentNet First Time Setup

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PaymentNet First Time Setup

New Statements and Adding other Cardholders.


Open Internet Explorer(Other Browsers Not Recommended)

Go to https://www5.paymentnet.com/Login.aspx


Customer Login Information

  • Organization ID: oklauco

  • User ID: Same as your UCO Computer Login

    • If UCO Login is less than 6-charcters, add Zeros to end

  • Pass Phrase: ucopass1

    • You will be Prompted to Change Pass Phrase after Initial Login


Login Page

*Click Go or Hit the Enter Key


PaymentNet Home Page

Please Read the Messages Box for Updates


Initial Statement Setup

  • Hover Mouse Over Reports Tab

  • Click Create


Find the Statement of Account Link & Click with Mouse


Change the Statement Name

  • You Must Rename to Save the Changes


Setup Statement for One Cardholder

  • Under the Criteria Section, Click the Plus (+) Sign Three Times to Create Three Lines


Entering Criteria Information

  • On the First Line Under…

    • Field, Select Posting Date

    • Operation, Select Is Relative

    • Under Value Select Last Period & UCO Billing Cycle


Entering Criteria Information (Cont.)

  • On the Second Line Under…

    • Field, Select Cardholder Last Name

    • Operation, Select Is Equal To

    • Value, Type Your Last Name

    • *Make Sure And is Selected


Entering Criteria Information (Cont.)

  • On the Second Line Under…

    • Field, Select Cardholder First Name

    • Operation, Select Is Equal To

    • Value, Type Your First Name

    • *Make Sure And is Selected


Schedule to Run Automatically

  • Under the Order By Section…

    • Check Mark Schedule To Run Automatically

    • Next to Frequency Select Cycle

    • Next to Cycle Select UCO Billing Cycle

    • *Make sure First day of current period is selected


Click Save, Check to See if Save was Successful


  • Click Process Report

    • If you have Charges in the Previous Billing Cycle

    • Report Should Run Automatically Each Month

      • You will Receive an Email from PaymentNet when your Statement is ready


Available Downloads Page

  • After you have selected Process Report, you will be Taken to the Downloads Page

  • Your Statement Will not be Available Immediately

  • Wait 5 Minutes then Select the Refresh Button


View/Print your Statement

  • Click your Statement to Open

  • This will be a PDF Document


  • You will Only Need set your Criteria Information Once.

  • You Should Receive a Monthly email around the 6th of the Month Stating your Statement is Ready.

    • If you make changes to the org or account number after you receive the email, you will need to save changes, create form, and process report to view changes on statement.

  • The ProCard cycle Starts on the 6th of the Month and Ends on the 5th of the Next Month.


Processing Statements for Multiple Cardholders

  • The Following Slides will Show you how to setup Statements to Process for more than One Person.

  • Only People who have been given Access to other Cardholders Statements will be able to Process someone else's Statement.


  • Under the Reports Tab Select Create

  • Open your Statement

  • Add 3 Lines Under Criteria for Each Person’s Statement you want Processed


Change And to Or

  • Change And to Or on Every 4th Line

    • You will Change And to Or After the Previous Person’s Name


Complete All Other’s Information as You Completed your Own

  • Save the New Information you have Added

  • These Other Statements will be Included in your PDF


Contacts

PaymentNet & Compliance

Cindy Guthrie

Ext 2497 [email protected]

Michelle Freeman

Ext. 2337

[email protected]

Hannah Yeap

Ext. 2486

[email protected]

Statements & Coding

Rebecca Newkirk

Ext. 2598

[email protected] or

[email protected]


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